Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SENTINEL PENSION ADVISORS INC
  City: WAKEFIELD
  State: MA
  Zip: 01880
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $467,545,000
  Total Value Change : $47,180,000
  Securities Held Change : 10
   
All Securities Held : 108
  New Positions : 13
  Closed Positions : 4
  Increased Positions : 45
  Unchanged Positions : 12
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 111 Closed $50.49 $0 0 0% -808,000 -16,074 0    N/A
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 110 Closed $99.43 $0 0 0% -203,000 -2,057 0    N/A
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 109 Closed $45.50 $0 0 0% -308,000 -6,613 0    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 108 Closed $112.54 $0 0 0% -560,000 -5,439 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results